Commonwealth Equity Services

Commonwealth Equity Services Portfolio holdings

AUM $77.2B
1-Year Est. Return 18.76%
This Quarter Est. Return
1 Year Est. Return
+18.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.67B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,821
New
Increased
Reduced
Closed

Top Buys

1
+$149M
2
+$136M
3
+$134M
4
AAPL icon
Apple
AAPL
+$109M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$83.8M

Top Sells

No sells this quarter

Sector Composition

1 Energy 7.58%
2 Technology 6.44%
3 Healthcare 5.49%
4 Financials 5.47%
5 Consumer Staples 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$312K 0.01%
+11,845
1277
$312K 0.01%
+13,509
1278
$312K 0.01%
+3,807
1279
$312K 0.01%
+67,843
1280
$311K 0.01%
+5,102
1281
$310K 0.01%
+4,007
1282
$310K 0.01%
+23,603
1283
$310K 0.01%
+25,896
1284
$309K 0.01%
+11,404
1285
$309K 0.01%
+12,815
1286
$309K 0.01%
+6,714
1287
$309K 0.01%
+23,772
1288
$308K 0.01%
+4,561
1289
$308K 0.01%
+13,817
1290
$306K 0.01%
+6,421
1291
$306K 0.01%
+4,443
1292
$305K 0.01%
+6,493
1293
$304K 0.01%
+4,174
1294
$304K 0.01%
+23,993
1295
$303K 0.01%
+26,604
1296
$303K 0.01%
+8,387
1297
$303K 0.01%
+14,740
1298
$303K 0.01%
+60,652
1299
$302K 0.01%
+39,625
1300
$302K 0.01%
+5,868
50 51
52
53 54